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ON LOCATION
FPA E5 | Guest: Kelli Cruz – Cruz Consulting
Kelli Cruz shares her expertise about how to "staff up" your new RIA and how to keep your team motivated.
Jul 05, 2024
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Sept 29, 2024 | CFP E4 | Guest: Kevin Keller, CEO, CFP Board
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Sept 29, 2024 | CFP E3 | Guest: Sheena Gray, CEO, Association of African-American Financial Advisors (AAAA)
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